0001214659-21-004169.txt : 20210414 0001214659-21-004169.hdr.sgml : 20210414 20210414104018 ACCESSION NUMBER: 0001214659-21-004169 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210414 DATE AS OF CHANGE: 20210414 EFFECTIVENESS DATE: 20210414 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALLER FINANCIAL PLANNING GROUP, INC CENTRAL INDEX KEY: 0001736079 IRS NUMBER: 311143130 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18994 FILM NUMBER: 21824807 BUSINESS ADDRESS: STREET 1: 941 CHATHAM LANE STREET 2: SUITE 212 CITY: COLUMBUS STATE: OH ZIP: 43221 BUSINESS PHONE: (614) 457-7026 MAIL ADDRESS: STREET 1: 941 CHATHAM LANE STREET 2: SUITE 212 CITY: COLUMBUS STATE: OH ZIP: 43221 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001736079 XXXXXXXX 03-31-2021 03-31-2021 false WALLER FINANCIAL PLANNING GROUP, INC

941 CHATHAM LANE SUITE 212 COLUMBUS OH 43221

13F HOLDINGS REPORT 028-18994 N Jason Farris 614-457-7026 Jason Farris Columbus OH 04-13-2021 0 49 348084 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 43524 109407 SH SOLE 0 0 109407 AMAZON COM INC COM 023135106 866 280 SH SOLE 0 0 280 MICROSOFT CORP COM 594918104 218 923 SH SOLE 0 0 923 AT&T INC COM 00206R102 324 10702 SH SOLE 0 0 10702 PPG INDS INC COM 693506107 2128 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 327 5628 SH SOLE 0 0 5628 SPDR SER TR S&P 600 SMCP VAL 78464A300 5411 66000 SH SOLE 0 0 66000 SPDR SER TR S&P 600 SMCP GRW 78464A201 4696 54701 SH SOLE 0 0 54701 SPDR SER TR PRTFLO S&P500 GW 78464A409 5550 98410 SH SOLE 0 0 98410 SPDR SER TR PORTFOLI S&P1500 78464A805 2070 42073 SH SOLE 0 0 42073 PROCTER AND GAMBLE CO COM 742718109 207 1530 SH SOLE 0 0 1530 MARSH & MCLENNAN COS INC COM 571748102 370 3039 SH SOLE 0 0 3039 APPLE INC COM 037833100 1639 13418 SH SOLE 0 0 13418 SPDR SER TR PRTFLO S&P500 VL 78464A508 6757 178277 SH SOLE 0 0 178277 L BRANDS INC COM 501797104 262 4242 SH SOLE 0 0 4242 WORTHINGTON INDS INC COM 981811102 202 3004 SH SOLE 0 0 3004 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1875 36032 SH SOLE 0 0 36032 VANGUARD INDEX FDS VALUE ETF 922908744 802 6100 SH SOLE 0 0 6100 VANGUARD INDEX FDS MID CAP ETF 922908629 6849 30942 SH SOLE 0 0 30942 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1012 6112 SH SOLE 0 0 6112 VANGUARD INDEX FDS SMALL CP ETF 922908751 6706 31325 SH SOLE 0 0 31325 VANGUARD INDEX FDS GROWTH ETF 922908736 753 2929 SH SOLE 0 0 2929 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1809 6586 SH SOLE 0 0 6586 ISHARES TR EAFE VALUE ETF 464288877 6885 135081 SH SOLE 0 0 135081 ISHARES TR EAFE GRWTH ETF 464288885 5831 58039 SH SOLE 0 0 58039 SPDR SER TR S&P 400 MDCP VAL 78464A839 5582 85309 SH SOLE 0 0 85309 VANGUARD INDEX FDS LARGE CAP ETF 922908637 356 1921 SH SOLE 0 0 1921 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1671 7787 SH SOLE 0 0 7787 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 782 5795 SH SOLE 0 0 5795 SPDR SER TR S&P 400 MDCP GRW 78464A821 5033 67006 SH SOLE 0 0 67006 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 339 5586 SH SOLE 0 0 5586 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13663 166233 SH SOLE 0 0 166233 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5707 64319 SH SOLE 0 0 64319 SPDR SER TR PORTFOLIO S&P400 78464A847 33993 742859 SH SOLE 0 0 742859 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 12115 276733 SH SOLE 0 0 276733 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 8409 171231 SH SOLE 0 0 171231 ISHARES TR NATIONAL MUN ETF 464288414 5160 44467 SH SOLE 0 0 44467 PHILIP MORRIS INTL INC COM 718172109 312 3514 SH SOLE 0 0 3514 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 40052 1132694 SH SOLE 0 0 1132694 SPDR SER TR PORTFOLIO AGRGTE 78464A649 40113 1352873 SH SOLE 0 0 1352873 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 617 6342 SH SOLE 0 0 6342 ISHARES TR SHRT NAT MUN ETF 464288158 1253 11618 SH SOLE 0 0 11618 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 760 12355 SH SOLE 0 0 12355 XPRESSPA GROUP INC COM 98420U703 18 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8019 22011 SH SOLE 0 0 22011 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 23072 403926 SH SOLE 0 0 403926 SPDR SER TR PORTFOLIO S&P600 78468R853 33982 803931 SH SOLE 0 0 803931 AT&T INC COM 00206R102 2 300 SH Call SOLE 0 0 300 AT&T INC COM 00206R102 1 100 SH Call SOLE 0 0 100